WG

Winton Group Portfolio holdings

AUM $1.96B
1-Year Est. Return 30.2%
This Quarter Est. Return
1 Year Est. Return
+30.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.79B
AUM Growth
-$3.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.3M
3
+$16.2M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$15.2M
5
TJX icon
TJX Companies
TJX
+$15.1M

Top Sells

1
+$24.5M
2
+$24.3M
3
+$19.8M
4
ORLY icon
O'Reilly Automotive
ORLY
+$19.7M
5
ACN icon
Accenture
ACN
+$18.9M

Sector Composition

1 Real Estate 14.52%
2 Technology 12.56%
3 Industrials 11.61%
4 Financials 10.89%
5 Consumer Discretionary 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
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-95,393
1527
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-435,142
1528
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-3,612
1529
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-22,729
1530
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-22,808
1531
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-50,601
1532
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-7,613
1533
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0
1534
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-10,831
1535
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-113,574
1536
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-83,709
1537
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-35,988
1538
– –
-32,681
1539
– –
-4
1540
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-4,305
1541
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-20,494
1542
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-14,824
1543
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-64,231
1544
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-30,389
1545
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-79,071
1546
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-180,455
1547
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-25,356
1548
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-22,424
1549
– –
-139,174
1550
– –
-440,459
60 61
62
63 64